WELCOME!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them).
In one sentence, we help families and businesses avoid collapse after the death or disability of a loved one or business partner.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule a 15-minute free consultation, and speak with us personally about your family or your business.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule online. For a consultation focused on your family, schedule your Family Wealth Planning Session. For a consultation focused on your business, schedule your LIFT Your Life And Business Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning and business planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before.
And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, their loved ones, and their business.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Gift of Love
It is at this time of year, that I am continuously reminded that one of the ultimate gifts we can give is the gift of ensuring we have done everything possible to take care of our personal affairs so that if and when something happens to us, things will be as simple as possible for the people we love.
So this year my gift to you, as people I care about, is an offer of a Family Wealth Planning Session (“FWPS”). I typically charge $750.00 for this two-hour, comprehensive session. During these sessions, we review what you do or don’t have in place to ensure the well-being and care of everything you own and everyone you love, in the event something happens to you. If you have nothing in place now, we will discover whether the State’s plan for you is sufficient, and if it is not, we will design a plan to ensure things go exactly as you would want them to when something does happen. If you do have an existing plan, we will review whether it still reflects your current wishes, assets, and most up-to-date laws.
Whether you need a new plan or not, just this process alone will get you more financially organized than ever before and will provide total clarity around what you need in order to ensure you’ve handled your personal affairs in the most loving way possible. Call today to schedule your Family Wealth Planning Session and we can start 2020 off right, with the peace of mind of knowing you’ve done everything to plan for, and make life as good and easy as possible for those you love.
Call 559-684-9700 to schedule or Schedule Online.